JPMorgan Equity Premium IncoJEPIETF
13F holders, Q3 2024 (September 30)1,107holders +26
82new positions
67sold out
6famous investors
$59.49avg. 13F price*
At the end of Q3 2024, 1,107 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 26 from Q2 2024. 82 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($2.3B), Bank of America Corp. ($1.8B) and JPMorgan Chase & Co. ($1.3B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $143.7M |
| Exits | 67 | $91.8M |
All 13F filers, Q2 2024 → Q3 2024: 19,524,362 shares bought and 12,145,660 shares sold, net +7,378,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,107 holders
| Morgan Stanley | 0.17% | Add +3.3% | 39,406,720 | $2.3B |
| Bank of America Corp. | 0.16% | Add +9.0% | 30,747,489 | $1.8B |
| JPMorgan Chase & Co. | 0.11% | Add +18.8% | 22,389,179 | $1.3B |
| Wells Fargo & Company | 0.18% | Reduce -1.2% | 12,503,747 | $744.1M |
| UBS Group AG | 0.12% | Add +3.4% | 7,125,130 | $424.0M |
| Royal Bank of Canada | 0.09% | Add +0.9% | 6,631,432 | $394.6M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -10.6% | 6,352,398 | $378.0M |
| Osaic Holdings, Inc. | 0.74% | Add +5.3% | 5,543,658 | $330.0M |
| Cetera Investment Advisers | 0.50% | Reduce -8.1% | 3,849,147 | $229.1M |
| Commonwealth Equity Services, LLC | 0.33% | Add +8.4% | 3,665,017 | $218.1M |
| HighTower Advisors, LLC | 0.31% | Add +2.4% | 3,573,526 | $212.6M |
| CIBC Private Wealth Group LLC | 0.36% | Add +0.3% | 3,417,174 | $203.4M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Add +3.9% | 3,011,469 | $179.2M |
| MML Investors Services, LLC | 0.57% | Add +16.9% | 2,610,159 | $155.3M |
| Janney Montgomery Scott LLC | 0.43% | Reduce -0.2% | 2,566,131 | $152.7M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +17.6% | 2,507,832 | $149.2M |
| Stifel Financial Corp. | 0.13% | Add +7.0% | 2,088,400 | $124.3M |
| Raymond James & Associates | 0.08% | Reduce -13.8% | 2,088,319 | $124.3M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +4.9% | 1,947,007 | $115.9M |
| LPL Financial LLC | 0.05% | Add +28.0% | 1,900,243 | $113.1M |
| RiverFront Investment Group, LLC | 2.57% | Reduce -38.9% | 1,835,727 | $109.2M |
| Cwm, LLC | 0.47% | Add +5.3% | 1,832,301 | $109.0M |
| Cornerstone Advisory, LLC | 13.53% | Add +0.5% | 1,727,971 | $102.8M |
| Enstar Group LTD | 23.54% | No change | 1,539,025 | $91.6M |
| Requisite Capital Management, LLC | 18.08% | Reduce -13.1% | 1,452,237 | $86.4M |
| First Foundation Advisors | 3.24% | Add +2.5% | 1,444,729 | $86.0M |
| Confluence Wealth Services, Inc. | 6.16% | Add +11.8% | 1,416,257 | $84.3M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -14.0% | 1,407,505 | $83.8M |
| FAS Wealth Partners, Inc. | 6.67% | Add +3.0% | 1,407,488 | $83.8M |
| Clearstead Advisors, LLC | 1.27% | Add +12.0% | 1,370,646 | $81.6M |
| Rockefeller Capital Management L.P. | 0.22% | Reduce -12.3% | 1,368,547 | $81.4M |
| Allworth Financial LP | 0.42% | Add +7.5% | 1,147,093 | $68.3M |
| Atria Wealth Solutions, Inc. | 0.74% | Add +1.9% | 1,142,963 | $68.0M |
| Baird Financial Group, Inc. | 0.13% | Add +22.6% | 1,115,217 | $66.4M |
| Kestra Advisory Services, LLC | 0.36% | Add +13.4% | 1,087,965 | $64.7M |
| Franklin Resources Inc. | 0.02% | Reduce -39.3% | 1,017,028 | $60.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +8.3% | 945,759 | $56.3M |
| Avantax Advisory Services, Inc. | 0.34% | Add +6.9% | 862,307 | $51.3M |
| Eaton Financial Holdings Company, LLC | 20.83% | — | 860,396 | $51.2M |
| Capital Investment Advisors, LLC | 1.04% | Reduce -11.3% | 846,246 | $50.4M |
| Gradient Investments LLC | 1.04% | Add +2.5% | 842,152 | $50.1M |
| Capital Advisors Inc. | 1.00% | Add +8.9% | 840,260 | $50.0M |
| Nottingham Advisors, Inc. | 5.37% | Add +2.6% | 815,304 | $48.5M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +7.2% | 756,869 | $45.0M |
| Brookstone Capital Management | 0.66% | Add +6.3% | 754,765 | $44.9M |
| Truist Financial Corp. | 0.07% | Reduce -14.1% | 705,874 | $42.0M |
| Rational Advisors, Inc. | 3.94% | Reduce -13.6% | 669,505 | $39.8M |
| Apollon Wealth Management, LLC | 1.12% | Add +19.8% | 667,073 | $39.7M |
| Sandy Spring Bank | 1.63% | Add +11.2% | 663,624 | $39.5M |
| Pacific Center for Financial Services | 10.34% | Add +1.3% | 659,861 | $39.3M |
| Cary Street Partners Investment Advisory LLC | 1.43% | Add +9.5% | 654,777 | $39.0M |
| Prosperity Consulting Group, LLC | 3.03% | Add +13.0% | 652,445 | $38.8M |
| Oakworth Capital, Inc. | 2.59% | Reduce -4.0% | 627,064 | $37.3M |
| Sanctuary Advisors, LLC | 0.23% | Add +9.3% | 611,702 | $36.8M |
| Lebenthal Global Advisors, LLC | 7.34% | Reduce -34.2% | 607,552 | $36.2M |
| Kathmere Capital Management, LLC | 3.35% | Add +4.1% | 600,218 | $35.7M |
| Teamwork Financial Advisors, LLC | 4.85% | Reduce -0.5% | 587,983 | $35.0M |
| Melia Wealth LLC | 18.08% | Add +4.4% | 587,059 | $34.9M |
| Synovus Financial Corp. | 0.40% | Add +25.4% | 579,553 | $34.5M |
| Magnus Financial Group LLC | 3.50% | Add +44.6% | 576,285 | $34.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -32.0% | 569,238 | $33.9M |
| CFO4Life Group, LLC | 5.84% | Reduce -3.5% | 554,282 | $33.0M |
| HBW Advisory Services LLC | 4.74% | Add +23.6% | 544,628 | $32.4M |
| Pinnacle Associates Ltd. | 0.55% | Reduce -5.5% | 586,946 | $32.3M |
| HUB Investment Partners, LLC | 1.36% | Add +8.9% | 524,085 | $31.2M |
| Coastal Bridge Advisors, LLC | 7.72% | Add +1.6% | 523,421 | $31.1M |
| Stephens Inc. | 0.43% | Add +4.8% | 507,647 | $30.2M |
| Leverty Financial Group, LLC | 16.41% | Reduce -1.2% | 504,707 | $30.0M |
| Prime Capital Investment Advisors, LLC | 0.43% | Reduce -0.4% | 502,203 | $29.9M |
| Marks Wealth, LLC | 12.57% | New | 492,084 | $29.3M |
| Horizon Advisory Services, Inc. | 12.94% | Add +1.0% | 476,863 | $28.4M |
| Financial Partners Group, Inc | 4.16% | Reduce -6.3% | 472,201 | $28.1M |
| Aptus Capital Advisors, LLC | 0.41% | Reduce -2.1% | 454,192 | $27.0M |
| Corrigan Financial, Inc. | 6.15% | Add +1.0% | 450,927 | $26.8M |
| Element Pointe Advisors, LLC | 6.51% | Add +17.0% | 449,499 | $26.7M |
| Prospera Financial Services Inc | 0.67% | Add +2.0% | 440,590 | $26.2M |
| Badgley Phelps Wealth Managers, LLC | 0.61% | Add +3.0% | 437,682 | $26.0M |
| Fsa Wealth Partners, Inc. | 6.00% | Add +104.0% | 417,043 | $24.8M |
| Patten & Patten Inc. | 1.65% | Add +2.2% | 417,037 | $24.8M |
| Bouchey Financial Group, Ltd. | 2.19% | Add +2.1% | 412,280 | $24.5M |
| J.W. Cole Advisors, Inc. | 1.02% | Add +3.5% | 410,679 | $24.4M |
| Focus Partners Wealth | 0.08% | Reduce -13.1% | 388,310 | $23.6M |
| Integrated Wealth Concepts LLC | 0.28% | Add +4.7% | 390,985 | $23.3M |
| SK Wealth Management, LLC | 11.68% | — | 390,659 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.41% | Add +28.6% | 378,899 | $22.5M |
| Graypoint LLC | 1.44% | Reduce -1.6% | 375,839 | $22.4M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +7.8% | 369,734 | $22.0M |
| B. Riley Wealth Advisors, Inc. | 0.60% | Reduce -4.9% | 363,901 | $21.6M |
| Thoroughbred Financial Services, LLC | 1.37% | Add +3.2% | 357,853 | $21.3M |
| Cooper Financial Group | 2.74% | Reduce -3.8% | 354,168 | $21.1M |
| Sterling Investment Counsel, LLC | 7.44% | Add +4.6% | 350,768 | $20.9M |
| Childress Capital Advisors, LLC | 5.53% | Add +5.1% | 343,949 | $20.5M |
| Comerica Bank | 0.08% | Add +2.7% | 341,096 | $20.3M |
| Avantax Planning Partners, Inc. | 0.72% | Reduce -20.2% | 337,719 | $20.1M |
| Advance Capital Management, Inc. | 0.88% | Add +5.1% | 335,653 | $20.0M |
| Principal Securities, Inc. | 0.48% | Add +28.6% | 335,113 | $19.9M |
| Steele Capital Management, Inc. | 1.03% | Add +2.1% | 331,562 | $19.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.88% | Add +0.4% | 331,376 | $19.7M |
| Mechanics Bank Trust Department | 2.59% | Add +8.4% | 326,978 | $19.5M |
| Wagner Wealth Management, LLC | 5.22% | Add +1.9% | 325,045 | $19.3M |
| Cary Street Partners Asset Management LLC | 2.53% | Add +11.6% | 322,622 | $19.2M |
| Bokf, NA | 0.34% | Add +2.7% | 321,949 | $19.0M |
| &partners | 0.36% | Add +883.6% | 313,146 | $18.7M |
| Fragasso Financial Advisors Inc | 1.43% | Add +1.2% | 313,607 | $18.7M |
| Beacon Financial Advisory LLC | 6.33% | Add +6.5% | 312,611 | $18.6M |
| Stratos Investment Management, LLC | 1.30% | Add +4.7% | 312,115 | $18.6M |
| Ergawealth Advisors, Inc. | 9.05% | Reduce -10.7% | 306,849 | $18.3M |
| HTLF Bank | 1.94% | Reduce -12.2% | 300,876 | $17.9M |
| Marquette Asset Management, LLC | 2.81% | Add +2.0% | 297,964 | $17.7M |
| Tradition Wealth Management, LLC | 1.57% | Add +2.1% | 295,388 | $17.6M |
| WNY Asset Management, LLC | 2.05% | Add +17.2% | 295,380 | $17.6M |
| U.S. Capital Wealth Advisors, LLC | 0.62% | Reduce -21.4% | 293,477 | $17.5M |
| Ocean Park Asset Management, LLC | 0.76% | Reduce -0.1% | 292,817 | $17.4M |
| Global Wealth Management Investment Advisory, Inc. | 3.70% | Add +4.5% | 287,845 | $17.1M |
| St. Clair Advisors, LLC | 4.77% | Reduce -2.9% | 282,436 | $16.8M |
| Foundations Investment Advisors, LLC | 0.35% | Add +6.4% | 282,319 | $16.8M |
| Cresset Asset Management, LLC | 0.06% | Add +3.0% | 279,717 | $16.6M |
| MADDEN SECURITIES Corp | 7.13% | Add +1.7% | 277,969 | $16.5M |
| Sigma Planning Corp | 0.50% | Reduce -1.3% | 272,311 | $16.2M |
| Daymark Wealth Partners, LLC | 0.68% | Add +20.4% | 270,489 | $16.1M |
| Iron Horse Wealth Management, LLC | 5.48% | Add +5.6% | 269,263 | $16.0M |
| Integrated Advisors Network LLC | 0.77% | Reduce -39.3% | 268,822 | $16.0M |
| EP Wealth Advisors, LLC | 0.13% | Add +239.9% | 261,230 | $15.5M |
| DAVENPORT & Co LLC | 0.09% | Add +14.4% | 256,928 | $15.3M |
| Lee Johnson Capital Management, LLC | 7.86% | New | 256,798 | $15.3M |
| Jaffetilchin Investment Partners, LLC | 1.15% | Reduce -0.8% | 254,471 | $15.1M |
| Brevan Howard Capital Management LP | 0.75% | New | 254,124 | $15.1M |
| Quaker Wealth Management, LLC | 5.53% | — | 253,467 | $15.1M |
| Investment Advisory Services Inc. /TX | 5.27% | Add +6.7% | 250,856 | $14.9M |
| Waverly Advisors, LLC | 0.27% | Reduce -18.4% | 248,349 | $14.8M |
| Mgo One Seven LLC | 0.63% | Reduce -1.2% | 245,639 | $14.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -37.9% | 245,506 | $14.6M |
| Halpern Financial, Inc. | 3.70% | Add +10.3% | 242,713 | $14.4M |
| Mariner, LLC | 0.03% | Add +8.3% | 241,116 | $14.3M |
| Appleton Partners Inc. | 1.05% | Add +2.4% | 240,371 | $14.3M |
| Trinity Legacy Partners, LLC | 3.67% | Add +19.0% | 239,401 | $14.3M |
| PFG Advisors | 0.88% | Add +3.7% | 235,015 | $14.0M |
| Centurion Wealth Management LLC | 4.45% | — | 234,238 | $13.9M |
| New York Life Investment Management LLC | 0.14% | Reduce -37.2% | 233,500 | $13.9M |
| Advisory Services Network, LLC | 0.29% | No change | 245,058 | $13.9M |
| Rezny Wealth Management, Inc. | 3.50% | Add +1.2% | 233,240 | $13.9M |
| Wealth Advisors of Iowa, LLC | 7.04% | Add +5.3% | 232,500 | $13.8M |
| Rooted Wealth Advisors, Inc. | 6.17% | Add +34.4% | 235,115 | $13.8M |
| NewEdge Advisors, LLC | 0.09% | Add +1.1% | 232,125 | $13.8M |
| Geneos Wealth Management Inc. | 0.53% | Add +2.4% | 231,243 | $13.8M |
| AE Wealth Management LLC | 0.12% | Add +2.3% | 229,295 | $13.6M |
| Visionary Wealth Advisors | 0.82% | Add +32.5% | 226,835 | $13.5M |
| Curran Financial Partners, LLC | 3.79% | Add +6.2% | 224,408 | $13.4M |
| Financial Counselors Inc. | 0.20% | Add +13.6% | 224,238 | $13.3M |
| Mosley Wealth Management | 9.10% | Add +5.3% | 223,604 | $13.3M |
| Wealthcare Advisory Partners LLC | 0.38% | Reduce -14.1% | 223,528 | $13.3M |
| Fagan Associates, Inc. | 2.22% | Add +3.2% | 222,495 | $13.2M |
| Sfmg, LLC | 1.07% | Add +2.9% | 220,902 | $13.1M |
| Beta Wealth Group, Inc. | 5.91% | Add +15.2% | 220,232 | $13.1M |
| Citadel Advisors | 0.01% | Add +11463.0% | 219,812 | $13.1M |
| Captrust Financial Advisors | 0.04% | Add +3.4% | 216,745 | $12.9M |
| Guardian Wealth Advisors, LLC / NC | 1.39% | Add +0.7% | 215,768 | $12.8M |
| CreativeOne Wealth, LLC | 0.43% | Add +37.1% | 210,822 | $12.5M |
| Curtis Advisory Group, LLC | 3.55% | Add +2.8% | 209,856 | $12.5M |
| Corient Private Wealth LP | 0.02% | Add +0.7% | 207,604 | $12.4M |
| First National Advisers, LLC | 1.96% | Add +9.5% | 206,441 | $12.3M |
| Wick Capital Partners, LLC | 3.89% | Add +0.7% | 202,312 | $12.0M |
| Signal Advisors Wealth, LLC | 1.72% | New | 201,382 | $12.0M |
| Foguth Wealth Management, LLC. | 4.28% | Add +40.1% | 199,537 | $11.8M |
| NWF Advisory Services Inc. | 1.71% | Add +7.2% | 197,637 | $11.8M |
| Financial Guidance Group, Inc. | 6.80% | Reduce -2.8% | 195,722 | $11.6M |
| Argent Trust Co | 0.48% | Reduce -17.6% | 195,536 | $11.6M |
| VeraBank, N.A. | 3.40% | Reduce -1.8% | 195,223 | $11.6M |
| Kingsview Wealth Management, LLC | 0.24% | Reduce -20.1% | 194,976 | $11.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.76% | Reduce -4.0% | 194,889 | $11.6M |
| CVA Family Office, LLC | 1.87% | Add +1.7% | 193,189 | $11.5M |
| Advisory Resource Group | 2.45% | Reduce -0.9% | 192,693 | $11.5M |
| Allen Capital Group, LLC | 1.45% | Add +28.1% | 192,237 | $11.4M |
| Wedbush Securities Inc. | 0.42% | Add +5.3% | 190,865 | $11.4M |
| Cassia Capital Partners, LLC | 7.48% | Reduce -1.3% | 190,504 | $11.3M |
| Sandbox Financial Partners, LLC | 3.98% | Add +1.1% | 189,164 | $11.3M |
| Independent Financial Group, LLC | 0.41% | Add +0.9% | 188,247 | $11.2M |
| Dynamic Advisor Solutions LLC | 0.33% | Reduce -7.5% | 184,957 | $11.0M |
| Vestmark Advisory Solutions, Inc. | 0.41% | Add +84.3% | 184,855 | $11.0M |
| Northeast Financial Group, Inc. | 4.22% | Add +71.3% | 184,313 | $11.0M |
| 49 Wealth Management, LLC | 1.76% | Reduce -73.3% | 181,149 | $10.8M |
| Ellis Investment Partners, LLC | 2.10% | Add +9.0% | 180,670 | $10.8M |
| Capital Analysts, LLC | 0.44% | Add +7.7% | 180,280 | $10.7M |
| Bouvel Investment Partners, LLC | 4.00% | Add +0.2% | 178,840 | $10.6M |
| AIFG Consultants Ltd. | 7.98% | Reduce -2.5% | 176,546 | $10.5M |
| Bernardo Wealth Planning LLC | 2.54% | Reduce -36.2% | 174,828 | $10.5M |
| Signature Wealth Management Partners, LLC | 7.37% | Add +4.2% | 170,974 | $10.2M |
| Rothschild Investment LLC | 0.67% | Add +7.7% | 170,950 | $10.2M |
| Country Club Bank | 0.68% | Reduce -4.4% | 171,079 | $10.2M |
| Armor Investment Advisors, LLC | 4.19% | Reduce -3.8% | 170,054 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +16.8% | 168,705 | $10.0M |
| High Net Worth Advisory Group LLC | 2.79% | Add +3.9% | 167,997 | $10.0M |
| Retirement Guys Formula LLC | 4.58% | Add +8.5% | 165,375 | $9.8M |
| Verity Asset Management, Inc. | 3.70% | Reduce -23.6% | 165,256 | $9.8M |
| Mountain Capital Investment Advisors Inc. | 2.14% | Add +35.4% | 162,744 | $9.8M |
| Zimmermann Investment Management & Planning LLC | 2.98% | Add +15.2% | 163,220 | $9.7M |
| Scotia Capital Inc. | 0.05% | Add +1.7% | 162,849 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -3.8% | 160,360 | $9.5M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -3.8% | 160,360 | $9.5M |
| IVC Wealth Advisors LLC | 5.22% | Add +1.3% | 160,148 | $9.5M |
| Axxcess Wealth Management, LLC | 0.24% | Reduce -15.1% | 159,893 | $9.5M |
| D.A. Davidson & Co. | 0.08% | Add +7.0% | 159,743 | $9.5M |
| Private Advisor Group, LLC | 0.06% | Add +9.9% | 159,546 | $9.5M |
| Community Bank, N.A. | 1.19% | Add +2.7% | 158,939 | $9.5M |
| Selective Wealth Management, Inc. | 3.90% | Reduce -8.7% | 159,371 | $9.4M |
| Harbour Investments, Inc. | 0.28% | Add +59.3% | 157,456 | $9.4M |
| Oppenheimer & Co. Inc. | 0.14% | Add +18.4% | 154,498 | $9.2M |
| Power Wealth Management LLC | 3.89% | Add +13.9% | 153,122 | $9.1M |
| Hedeker Wealth, LLC | 2.40% | Add +2.4% | 152,095 | $9.1M |
| Mayfair Advisory Group, LLC | 5.70% | Add +1.1% | 152,756 | $9.0M |
| Cobblestone Asset Management LLC | 5.43% | Add +1.5% | 151,661 | $9.0M |
| Baker Avenue Asset Management, LP | 0.28% | Add +64.5% | 150,359 | $8.9M |
| Krilogy Financial LLC | 0.61% | Add +97.5% | 150,139 | $8.9M |
| Patriot Financial Group Insurance Agency, LLC | 1.20% | Reduce -0.7% | 153,485 | $8.9M |
| Wealthfront Advisers LLC | 0.03% | Reduce -0.8% | 148,268 | $8.8M |
| Citigroup Inc. | 0.01% | Add +51.8% | 147,827 | $8.8M |
| StrongBox Wealth, LLC | 3.74% | Reduce -2.9% | 146,803 | $8.7M |
| Prevail Innovative Wealth Advisors, LLC | 2.65% | Reduce -4.4% | 146,166 | $8.7M |
| Eagle Bluffs Wealth Management LLC | 4.68% | Reduce -0.1% | 145,968 | $8.7M |
| Ritter Daniher Financial Advisory LLC / DE | 2.50% | Reduce -5.0% | 144,397 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -5.7% | 143,402 | $8.5M |
| CENTRAL TRUST Co | 0.20% | Reduce -5.5% | 143,392 | $8.5M |
| Retirement Financial Solutions, LLC | 3.71% | Add +1.9% | 142,527 | $8.5M |
| Legacy Private Trust Co. | 0.57% | Add +7.4% | 142,172 | $8.5M |
| New England Private Wealth Advisors LLC | 1.36% | Add +2.3% | 141,897 | $8.4M |
| Eastern Bank | 0.15% | New | 141,497 | $8.4M |
| World Investment Advisors | 0.26% | Add +48.1% | 140,665 | $8.4M |
| OneDigital Investment Advisors LLC | 0.10% | Add +3.5% | 140,471 | $8.4M |
| Sowell Financial Services LLC | 0.39% | Reduce -9.5% | 140,014 | $8.3M |
| Resonant Capital Advisors, LLC | 0.61% | Add +5.7% | 139,545 | $8.3M |
| Creative Planning | 0.01% | Add +44.6% | 139,002 | $8.3M |
| Madrona Financial Services, LLC | 2.29% | Add +79.4% | 138,456 | $8.2M |
| Nations Financial Group Inc, /Ia/ | 0.60% | Add +19.2% | 138,377 | $8.2M |
| Regal Investment Advisors LLC | 0.58% | Add +9.3% | 138,294 | $8.2M |
| Cambridge Advisors Inc. | 1.79% | Add +7.6% | 138,030 | $8.2M |
| Orrstown Financial Services Inc. | 2.42% | New | 137,462 | $8.2M |
| Wealthspire Retirement, LLC | 0.66% | Add +9.3% | 137,016 | $8.2M |
| IFP Advisors, Inc | 0.29% | Reduce -8.4% | 136,875 | $8.1M |
| MAI Capital Management | 0.08% | Reduce -23.5% | 136,542 | $8.1M |
| Bridgewealth Advisory Group, LLC | 2.95% | Add +5.2% | 136,417 | $8.1M |
| Atlantic Union Bankshares Corp | 0.47% | Reduce -79.1% | 136,337 | $8.1M |
| American Planning Services, Inc. | 6.40% | Reduce -3.7% | 135,962 | $8.1M |
| Koshinski Asset Management, Inc. | 0.69% | Reduce -9.5% | 134,604 | $8.0M |
| Financial Futures Ltd Liability Co. | 4.56% | Add +20.5% | 133,665 | $8.0M |
| NorthCoast Asset Management LLC | 0.06% | Add +2380.9% | 134,414 | $7.9M |
| Fairway Wealth LLC | 3.89% | Add +12.9% | 128,774 | $7.7M |
| CIC Wealth, LLC | 1.92% | Add +3.4% | 125,075 | $7.4M |
| Masso Torrence Wealth Management Inc. | 4.01% | Add +1.0% | 124,937 | $7.4M |
| Cerity Partners LLC | 0.02% | Reduce -18.6% | 123,972 | $7.4M |
| Lake Street Private Wealth, LLC | 1.19% | Reduce -6.3% | 123,905 | $7.4M |
| Evergreen Wealth Management, LLC | 4.41% | Add +16.1% | 123,272 | $7.3M |
| Cascade Wealth Advisors, Inc | 5.22% | Add +1.3% | 122,741 | $7.3M |
| Ameritas Advisory Services, LLC | 0.31% | Reduce -8.6% | 122,484 | $7.3M |
| Snowden Capital Advisors LLC | 0.22% | Reduce -0.1% | 122,039 | $7.3M |
| Edgemoor Investment Advisors, Inc. | 0.62% | Add +9.7% | 118,988 | $7.1M |
| NCM Capital Management, LLC | 3.40% | Add +3.6% | 118,919 | $7.1M |
| Grant/GrossMendelsohn, LLC | 3.04% | Add +1.1% | 118,616 | $7.1M |
| Walkner Condon Financial Advisors LLC | 1.40% | Reduce -2.0% | 115,433 | $6.9M |
| Spire Wealth Management | 0.23% | Add +5.2% | 113,366 | $6.7M |
| Marshall Financial Group, LLC | 1.59% | Add +1.2% | 112,102 | $6.7M |
| Security National Bank | 0.90% | Add +2.6% | 111,542 | $6.6M |
| Principle Wealth Partners LLC | 0.47% | Add +3.9% | 110,576 | $6.6M |
| Aprio Wealth Management, LLC | 1.05% | Reduce -0.1% | 110,103 | $6.6M |
| MIdWestOne Financial Group, Inc. | 0.90% | Add +6.3% | 110,089 | $6.6M |
| Mutual Advisors, LLC | 0.19% | Add +8.6% | 109,910 | $6.5M |
| Cibc World Market Inc. | 0.01% | Reduce -20.3% | 109,653 | $6.5M |
| Financial Alternatives, Inc | 4.58% | Add +2.9% | 109,483 | $6.5M |
| Hunter Associates Investment Management LLC | 1.01% | Add +2.1% | 109,504 | $6.5M |
| EverSource Wealth Advisors, LLC | 0.41% | Add +2.9% | 109,258 | $6.5M |
| Destiny Wealth Partners, LLC | 1.14% | Add +5.0% | 109,004 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.46% | Add +34.4% | 108,718 | $6.5M |
| NewEdge Wealth, LLC | 0.12% | Add +13.1% | 108,586 | $6.5M |
| Renaissance Technologies | 0.01% | New | 107,800 | $6.4M |
| Global Assets Advisory, LLC | 3.49% | New | 108,017 | $6.4M |
| Blair William & Co. | 0.02% | Reduce -16.6% | 107,248 | $6.4M |
| Evermay Wealth Management LLC | 1.02% | Reduce -4.7% | 106,332 | $6.3M |
| KMG Fiduciary Partners, LLC | 0.55% | Reduce -8.7% | 106,204 | $6.3M |
| SeaCrest Wealth Management, LLC | 0.68% | Add +3.6% | 105,961 | $6.3M |
| Stratos Wealth Advisors, LLC | 0.29% | Add +1.0% | 105,717 | $6.3M |
| Moors & Cabot, Inc. | 0.31% | Reduce -1.7% | 105,693 | $6.3M |
| Channel Wealth LLC | 2.04% | Add +0.7% | 104,238 | $6.2M |
| Waterloo Capital, L.P. | 0.67% | Reduce -7.1% | 103,594 | $6.2M |
| Belpointe Asset Management LLC | 0.37% | Add +26.5% | 102,878 | $6.1M |
| Garden State Investment Advisory Services LLC | 1.94% | Add +7.3% | 101,794 | $6.1M |
| MBA Advisors LLC | 2.91% | Add +2.2% | 101,763 | $6.1M |
| Lowe Wealth Advisors, LLC | 2.59% | Add +3.7% | 101,177 | $6.0M |
| Vivid Wealth Management, LLC | 3.14% | Add +18.8% | 100,989 | $6.0M |
| TrinityPoint Wealth, LLC | 0.86% | Add +0.1% | 100,798 | $6.0M |
| MJP Associates Inc. | 1.14% | Add +3.4% | 100,709 | $6.0M |
| Advisor OS, LLC | 0.60% | Add +5.9% | 100,709 | $6.0M |
| Mason & Associates Inc | 1.49% | Add +84.4% | 100,538 | $6.0M |
| Executive Wealth Management, LLC | 0.47% | Add +9.0% | 100,066 | $6.0M |
| Pinnacle Financial Partners Inc | 0.12% | Reduce -1.4% | 99,997 | $6.0M |
| Kennedy Investment Group, Inc. | 2.67% | Add +8.6% | 97,685 | $5.8M |
| Cadence Bank | 0.40% | Add +11.8% | 97,580 | $5.8M |
| Capital Advisors Wealth Management, LLC | 1.07% | Reduce -3.0% | 97,401 | $5.8M |
| Delta Investment Management, LLC | 1.18% | Add +20.9% | 96,933 | $5.8M |
| Thomasville National Bank | 0.43% | Add +2.5% | 96,674 | $5.8M |
| Procyon Advisors, LLC | 0.40% | Add +1.2% | 96,567 | $5.7M |
| Essex Financial Services, Inc. | 0.41% | Reduce -1.8% | 95,774 | $5.7M |
| Vienna Asset Management LLC | 4.18% | Reduce -21.7% | 95,196 | $5.7M |
| TBH Global Asset Management, LLC | 1.23% | Add +12.6% | 94,958 | $5.7M |
| Vicus Capital | 0.50% | Add +5.8% | 94,671 | $5.6M |
| Montis Financial, LLC | 1.99% | Add +67.0% | 93,870 | $5.6M |
| Western Wealth Management, LLC | 0.32% | New | 93,442 | $5.6M |
| Perissos Private Wealth Management, LLC | 4.46% | Add +32.3% | 93,422 | $5.6M |
| Pennsylvania Capital Management Inc. | 2.00% | Reduce -5.8% | 93,316 | $5.6M |
| PFG Investments, LLC | 0.36% | Add +4.8% | 92,645 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +429.6% | 92,024 | $5.5M |
| Larson Financial Group LLC | 0.31% | Add +432.5% | 91,359 | $5.4M |
| Sterling Investment Advisors, Ltd. | 1.37% | Add +11.2% | 90,935 | $5.4M |
| Members Advisory Group LLC | 2.68% | Reduce -13.7% | 89,909 | $5.4M |
| Southeast Asset Advisors, LLC | 0.59% | Add +2.0% | 89,168 | $5.3M |
| Smartleaf Asset Management LLC | 0.63% | Add +11.8% | 87,939 | $5.2M |
| Traynor Capital Management, Inc. | 0.43% | Add +1.8% | 87,717 | $5.2M |
| FRG Family Wealth Advisors LLC | 0.93% | Add +5.8% | 87,421 | $5.2M |
| SMART Wealth LLC | 2.00% | Add +12.6% | 85,771 | $5.1M |
| AdvisorNet Financial, Inc | 0.38% | Add +63.0% | 85,616 | $5.1M |
| Strategic Wealth Partners, Ltd. | 0.49% | Add +6.0% | 85,056 | $5.1M |
| Integral Investment Advisors, Inc. | 1.38% | Add +2.9% | 84,826 | $5.0M |
| Marshall Wace, LLP | 0.01% | New | 84,350 | $5.0M |
| Investment Partners Asset Management, Inc. | 4.09% | Add +4.2% | 83,823 | $5.0M |
| Cahill Financial Advisors Inc. | 0.68% | Add +10.0% | 83,014 | $4.9M |
| Bleakley Financial Group, LLC | 0.15% | Add +11.4% | 82,737 | $4.9M |
| Capital Investment Advisory Services, LLC | 0.47% | Add +7.8% | 82,564 | $4.9M |
| GAMMA Investing LLC | 0.49% | Add +191.9% | 82,289 | $4.9M |
| Insigneo Advisory Services, LLC | 0.49% | Reduce -47.1% | 81,186 | $4.8M |
| Milestone Asset Management, LLC | 1.08% | Add +11.3% | 80,910 | $4.8M |
| Harbor Investment Advisory, LLC | 0.47% | Add +38.8% | 80,099 | $4.8M |
| Continuum Advisory, LLC | 0.61% | Add +31.8% | 79,641 | $4.8M |
| Exchange Traded Concepts, LLC | 0.11% | Reduce -13.4% | 79,495 | $4.7M |
| Princeton Global Asset Management LLC | 0.92% | Add +8.1% | 79,459 | $4.7M |
| Strategic Blueprint, LLC | 0.29% | Reduce -2.9% | 78,975 | $4.7M |
| Penney Financial, LLC | 3.20% | Add +0.5% | 78,822 | $4.7M |
| Centaurus Financial, Inc. | 0.30% | Reduce -5.0% | 78,429 | $4.7M |
| Intrua Financial, LLC | 0.74% | Add +0.1% | 76,736 | $4.6M |
| American Alpha Advisors, LLC | 4.27% | — | 76,468 | $4.6M |
| O'ROURKE & COMPANY, Inc | 2.27% | Add +16.3% | 76,124 | $4.5M |
| Argent Financial Group, Inc. | 0.54% | — | 75,898 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -12.1% | 75,788 | $4.5M |
| Summit Wealth Partners, LLC | 0.87% | Reduce -1.7% | 75,653 | $4.5M |
| Stelac Advisory Services LLC | 1.82% | Add +26.2% | 75,302 | $4.5M |
| Fermata Advisors, LLC | 0.91% | Add +8.9% | 75,235 | $4.5M |
| Cornerstone Wealth Group, LLC | 0.37% | Add +1.7% | 75,109 | $4.5M |
| NFSG Corp | 1.57% | Add +29.7% | 75,089 | $4.5M |
| Legacy Capital Wealth Partners, LLC | 0.88% | Add +98.2% | 74,304 | $4.4M |
| Focused Wealth Management, Inc | 0.59% | Add +1.4% | 73,699 | $4.4M |
| Arete Wealth Advisors, LLC | 0.37% | Reduce -18.4% | 73,652 | $4.4M |
| SevenBridge Financial Group, LLC | 0.84% | Add +1.7% | 72,470 | $4.4M |
| Fiduciary Family Office, LLC | 1.43% | Add +179.4% | 72,655 | $4.3M |
| Joseph P. Lucia & Associates, LLC | 1.99% | Add +1.2% | 72,543 | $4.3M |
| Silverlake Wealth Management LLC | 1.66% | Add +10.2% | 72,515 | $4.3M |
| Allred Capital Management, LLC | 1.70% | Add +8.6% | 72,505 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +27.8% | 72,431 | $4.3M |
| Hilltop Holdings Inc. | 0.28% | Add +31.9% | 72,367 | $4.3M |
| Trajan Wealth LLC | 0.25% | Reduce -8.0% | 71,496 | $4.3M |
| Summit Financial Wealth Advisors, LLC | 0.80% | Add +33.7% | 71,460 | $4.3M |
| Worth Financial Advisory Group, LLC | 2.47% | Add +2.1% | 70,635 | $4.2M |
| Meadow Creek Wealth Advisors LLC | 3.31% | Add +7.8% | 70,165 | $4.2M |
| Next Level Private LLC | 1.70% | Add +10.9% | 69,766 | $4.2M |
| Lowery Thomas, LLC | 2.82% | Add +6.5% | 69,742 | $4.2M |
| Greater Midwest Financial Group, LLC | 2.42% | Add +1.6% | 69,434 | $4.1M |
| IHT Wealth Management, LLC | 0.12% | Add +67.1% | 69,563 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +2.4% | 69,248 | $4.1M |
| N.E.W. Advisory Services LLC | 0.40% | Add +13.8% | 68,983 | $4.1M |
| Whalen Wealth Management Inc. | 2.90% | Add +87.8% | 68,949 | $4.1M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -23.6% | 68,886 | $4.1M |
| Raymond James Trust N.A. | 0.09% | Reduce -2.5% | 68,744 | $4.1M |
| Avior Wealth Management, LLC | 0.16% | Add +17.0% | 68,379 | $4.1M |
| Means Investment Co., Inc. | 0.44% | Add +3.1% | 67,124 | $4.0M |
| RDA Financial Network | 1.24% | Reduce -0.3% | 67,009 | $4.0M |
| Snider Financial Group | 1.46% | Add +1.4% | 66,980 | $4.0M |
| Merkkuri Wealth Advisors LLC | 3.11% | Add +11.3% | 66,232 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Reduce -26.1% | 66,073 | $3.9M |
| Community Financial Services Group, LLC | 0.79% | Add +0.9% | 64,933 | $3.9M |
| Weinberger Asset Management, Inc | 1.64% | Add +6.8% | 64,615 | $3.8M |
| StoneCrest Wealth Management, Inc. | 2.78% | Add +4.4% | 64,287 | $3.8M |
| Archer Investment Corp | 1.03% | Add +102.5% | 64,130 | $3.8M |
| Goldstone Financial Group, LLC | 0.66% | Add +8.6% | 64,050 | $3.8M |
| Investment Planning Advisors, Inc. | 1.94% | No change | 66,919 | $3.8M |
| Prudential PLC | 0.02% | Reduce -2.0% | 63,600 | $3.8M |
| Interchange Capital Partners, LLC | 1.34% | Add +0.0% | 63,573 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -6.2% | 63,525 | $3.8M |
| SlateStone Wealth, LLC | 0.34% | Reduce -18.2% | 62,693 | $3.7M |
| D'Orazio & Associates, Inc. | 0.53% | Reduce -6.6% | 62,636 | $3.7M |
| Ascentis Independent Advisors | 0.58% | Add +15.8% | 62,531 | $3.7M |
| Smith, Moore & Co. | 0.36% | Reduce -3.2% | 62,512 | $3.7M |
| FourThought Financial Partners, LLC | 0.44% | Add +2.4% | 62,310 | $3.7M |
| Lionsbridge Wealth Management LLC | 2.92% | Reduce -12.2% | 62,144 | $3.7M |
| Cordgrass Capital Advisors, LLC | 1.06% | Add +13.1% | 61,607 | $3.7M |
| Calton & Associates, Inc. | 1.39% | New | 61,275 | $3.6M |
| Lifestyle Asset Management, Inc. | 2.01% | Reduce -0.6% | 61,192 | $3.6M |
| Ignite Planners, LLC | 0.83% | Reduce -8.1% | 61,159 | $3.6M |
| Brown Financial Advisors | 1.49% | Add +6.0% | 61,007 | $3.6M |
| Jefferies Financial Group Inc. | 0.06% | Add +4.8% | 60,576 | $3.6M |
| Alpha Financial Partners LLC | 2.53% | Add +45.5% | 59,653 | $3.5M |
| Ehrlich Financial Group | 2.53% | Reduce -2.9% | 59,653 | $3.5M |
| Caerus Investment Advisors, LLC | 3.35% | Reduce -56.8% | 59,354 | $3.5M |
| West Michigan Advisors, LLC | 1.05% | Add +1.2% | 58,541 | $3.5M |
| Newport Capital Group, LLC | 2.54% | Reduce -0.9% | 57,911 | $3.4M |
| TrueWealth Advisors, LLC | 1.14% | Reduce -2.3% | 57,554 | $3.4M |
| Fifth Third Securities, Inc. | 0.32% | Add +3.4% | 56,781 | $3.4M |
| Global Retirement Partners, LLC | 0.10% | Add +28.6% | 56,610 | $3.4M |
| Bristlecone Advisors, LLC | 0.27% | Reduce -8.6% | 56,518 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +19.2% | 56,330 | $3.4M |
| Gotham Asset Management | 0.03% | Add +45.9% | 56,096 | $3.3M |
| Money Concepts Capital Corp. | 0.25% | Reduce -2.8% | 55,517 | $3.3M |
| Unique Wealth, LLC | 0.76% | Reduce -42.1% | 55,429 | $3.3M |
| Clarity Wealth Advisors, LLC | 0.96% | Add +0.7% | 55,287 | $3.3M |
| Vigilare Wealth Management | 1.32% | Add +2.7% | 54,924 | $3.3M |
| Verus Capital Partners, LLC | 0.32% | Add +1.7% | 54,454 | $3.3M |
| Evolution Wealth Advisors, LLC | 0.59% | Reduce -5.6% | 54,537 | $3.2M |
| CAP Partners, LLC | 2.41% | Reduce -17.0% | 54,127 | $3.2M |
| Semus Wealth Partners LLC | 2.25% | Add +4.3% | 54,078 | $3.2M |
| Parallel Advisors, LLC | 0.08% | Reduce -0.6% | 53,631 | $3.2M |
| Claro Advisors Inc. | 0.41% | Add +5.5% | 53,016 | $3.2M |
| Coppell Advisory Solutions LLC | 0.46% | Add +16.0% | 53,086 | $3.2M |
| RPg Family Wealth Advisory, LLC | 1.02% | Add +6.4% | 52,993 | $3.2M |
| Bellevue Asset Management, LLC | 1.61% | Add +0.7% | 52,761 | $3.1M |
| Beaumont Financial Advisors, LLC | 0.25% | Reduce -2.6% | 52,693 | $3.1M |
| Jupiter Wealth Management LLC | 1.60% | Add +17.1% | 52,682 | $3.1M |
| RFG Advisory, LLC | 0.09% | Add +3.0% | 52,102 | $3.1M |
| Balboa Wealth Partners | 0.77% | Reduce -1.2% | 51,852 | $3.1M |
| Herold Advisors, Inc. | 0.67% | Add +7.7% | 51,760 | $3.1M |
| Kovack Advisors, Inc. | 0.32% | Reduce -8.3% | 51,446 | $3.1M |
| Gries Financial LLC | 0.57% | Add +8.3% | 51,270 | $3.1M |
| Arcus Capital Partners, LLC | 1.10% | Add +532.7% | 51,260 | $3.1M |
| Napatree Capital LLC | 2.12% | Add +5.2% | 51,145 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.92% | Add +1.4% | 51,053 | $3.0M |
| Herbst Group, LLC | 1.87% | Add +20.7% | 50,610 | $3.0M |
| Rothschild Wealth LLC | 0.89% | Add +46.8% | 6,097 | $3.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.90% | Add +10.6% | 49,697 | $3.0M |
| Avestar Capital, LLC | 0.32% | Reduce -14.9% | 49,590 | $3.0M |
| Rockport Wealth LLC | 0.78% | Add +8.5% | 49,366 | $2.9M |
| Flagstar Securities, Inc. | 0.74% | Add +19.6% | 49,289 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | New | 49,239 | $2.9M |
| Greenwich Wealth Management LLC | 0.20% | Reduce -1.3% | 49,114 | $2.9M |
| HB Wealth Management, LLC | 0.03% | Add +1.1% | 48,835 | $2.9M |
| Silver Oak Securities, Incorporated | 0.31% | Add +11.1% | 48,898 | $2.9M |
| Redmond Asset Management, LLC | 0.91% | Add +5.2% | 48,770 | $2.9M |
| Panoramic Investment Advisors, LLC | 1.99% | — | 48,408 | $2.9M |
| Intrepid Financial Planning Group LLC | 1.23% | Add +25.7% | 48,237 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +14.3% | 48,206 | $2.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -24.3% | 48,162 | $2.9M |
| Kelly Financial Services LLC | 1.05% | Reduce -8.2% | 48,101 | $2.9M |
| Register Financial Advisors LLC | 1.46% | Reduce -0.1% | 47,943 | $2.9M |
| Bank of Montreal | 0.00% | Add +14.5% | 47,931 | $2.8M |
| Acorn Wealth Advisors, LLC | 1.21% | Add +3.7% | 47,281 | $2.8M |
| Shepherd Kaplan Krochuk, LLC | 2.10% | Reduce -43.6% | 46,860 | $2.8M |
| Scott Capital Advisors, LLC | 0.79% | Add +2.4% | 46,629 | $2.8M |
| Retirement Planning Group, LLC | 0.15% | Add +0.8% | 46,481 | $2.8M |
| Weil Company, Inc. | 0.90% | New | 46,023 | $2.7M |
| Financial Management Network Inc. | 0.57% | Add +15.7% | 46,130 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +18.5% | 45,783 | $2.7M |
| Clear Creek Financial Management, LLC | 0.31% | Reduce -6.3% | 45,727 | $2.7M |
| Onyx Bridge Wealth Group LLC | 0.40% | Add +22.3% | 44,838 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -7.0% | 44,836 | $2.7M |
| Patten Group, Inc. | 0.59% | Add +62.9% | 44,774 | $2.7M |
| Moser Wealth Advisors, LLC | 1.38% | Add +13.4% | 44,725 | $2.7M |
| FMA Wealth Management, LLC | 1.92% | Add +2.5% | 44,580 | $2.7M |
| Pallas Capital Advisors LLC | 0.11% | Add +8.6% | 43,667 | $2.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.45% | Reduce -5.4% | 43,295 | $2.6M |
| Prosperity Financial Group, Inc. | 1.44% | Add +2.4% | 43,152 | $2.6M |
| Oxinas Partners, LLC | 1.57% | Add +13.4% | 43,009 | $2.6M |
| Websterrogers Financial Advisors, LLC | 0.88% | Add +56.6% | 42,316 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.9% | 42,174 | $2.5M |
| Hourglass Capital, LLC | 0.70% | No change | 42,150 | $2.5M |
| First PREMIER Bank | 0.62% | Add +2.4% | 41,810 | $2.5M |
| Rovin Capital /Ut/ | 0.92% | Reduce -3.1% | 41,652 | $2.5M |
| Ancora Advisors LLC | 0.06% | Reduce -0.3% | 41,333 | $2.5M |
| Sachetta, LLC | 0.97% | Add +13.2% | 41,238 | $2.5M |
| SkyOak Wealth, LLC | 0.54% | Add +20.7% | 41,105 | $2.4M |
| Gill Capital Partners, LLC | 0.88% | No change | 41,075 | $2.4M |
| M Holdings Securities, Inc. | 0.61% | Reduce -3.1% | 40,689 | $2.4M |
| Planning Directions Inc. | 1.43% | Add +11.0% | 40,412 | $2.4M |
| Marino, Stram & Associates LLC | 0.54% | Add +6.0% | 40,390 | $2.4M |
| Triumph Capital Management | 0.85% | Reduce -2.8% | 40,254 | $2.4M |
| Wealth Effects LLC | 0.84% | Add +5.8% | 40,253 | $2.4M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -22.3% | 40,777 | $2.4M |
| EWG Elevate Inc. | 0.95% | Reduce -3.0% | 39,734 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Add +8.1% | 39,089 | $2.3M |
| Apexium Financial, LP | 0.15% | Add +47.5% | 39,001 | $2.3M |
| Farther Finance Advisors, LLC | 0.09% | Add +68.2% | 38,811 | $2.3M |
| Mainstream Capital Management LLC | 1.90% | — | 37,550 | $2.2M |
| Concourse Financial Group Securities, Inc. | 0.13% | Add +9.3% | 37,478 | $2.2M |
| Private Client Services, LLC | 1.19% | Reduce -18.1% | 37,114 | $2.2M |
| Worth Asset Management, LLC | 1.19% | Reduce -3.1% | 36,798 | $2.2M |
| Round Rock Advisors LLC | 0.51% | Reduce -5.9% | 36,627 | $2.2M |
| Gables Capital Management Inc. | 1.10% | Add +0.9% | 36,544 | $2.2M |
| SteelPeak Wealth, LLC | 0.10% | Add +9.6% | 36,443 | $2.2M |
| Guardian Financial Partners, LLC | 1.35% | Add +8.9% | 36,396 | $2.2M |
| Bridge Advisory, LLC | 1.03% | Reduce -1.4% | 36,381 | $2.2M |
| Carr Financial Group Corp | 0.64% | Reduce -24.6% | 36,090 | $2.1M |
| Frontier Asset Management, LLC | 0.71% | Add +24.6% | 35,968 | $2.1M |
| Kraematon Investment Advisors, Inc. | 2.07% | Add +0.2% | 35,490 | $2.1M |
| Monterey Private Wealth, Inc. | 0.72% | Add +16.9% | 35,300 | $2.1M |
| Empire Financial Management Company, LLC | 0.65% | Add +2.5% | 35,245 | $2.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.80% | Reduce -12.9% | 34,801 | $2.1M |
| Nelson Capital Management, LLC | 0.35% | Add +0.8% | 34,620 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.74% | Reduce -21.3% | 34,435 | $2.0M |
| Wealthspan Partners, LLC | 1.01% | Add +28.1% | 34,433 | $2.0M |
| Lido Advisors, LLC | 0.02% | Reduce -8.8% | 34,366 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -33.2% | 34,095 | $2.0M |
| Armstrong Advisory Group, Inc. | 0.17% | Add +4.6% | 33,632 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.79% | Add +2.5% | 33,420 | $2.0M |
| CPC Advisors, LLC | 0.30% | Reduce -3.3% | 33,388 | $2.0M |
| Van Hulzen Asset Management, LLC | 0.14% | Add +0.6% | 33,339 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +11.3% | 33,280 | $2.0M |
| Maia Wealth LLC | 0.49% | Add +1.0% | 33,123 | $2.0M |
| Sage Capital Management, LLC | 0.94% | Reduce -12.7% | 32,942 | $2.0M |
| Clarity Capital Partners LLC | 1.15% | Add +2.7% | 32,864 | $2.0M |
| Venture Visionary Partners LLC | 0.09% | Reduce -0.5% | 32,812 | $2.0M |
| Hexagon Capital Partners LLC | 0.38% | Add +16.5% | 32,777 | $2.0M |
| Etfidea, LLC | 0.61% | Reduce -11.8% | 32,651 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.46% | Add +0.0% | 32,641 | $1.9M |
| Stegent Equity Advisors, Inc. | 2.14% | Reduce -1.3% | 32,598 | $1.9M |
| SpiderRock Advisors, LLC | 0.04% | New | 32,522 | $1.9M |
| Zega Financial, LLC | 0.63% | Reduce -7.7% | 32,277 | $1.9M |
| Thrive Capital Management, LLC | 0.90% | Reduce -2.2% | 32,161 | $1.9M |
| Cascade Investment Group, Inc. | 1.39% | Reduce -0.8% | 31,934 | $1.9M |
| Sunbelt Securities, Inc. | 0.18% | Reduce -5.0% | 31,280 | $1.9M |
| Plotkin Financial Advisors, LLC | 1.11% | Reduce -6.4% | 31,206 | $1.9M |
| Independent Wealth Network Inc. | 0.82% | Add +3.9% | 31,054 | $1.8M |
| McDonald Partners LLC | 0.46% | Reduce -0.3% | 30,750 | $1.8M |
| Mattson Financial Services, LLC | 0.66% | Reduce -0.7% | 32,256 | $1.8M |
| Midwest Professional Planners, LTD. | 0.56% | Add +8.0% | 30,536 | $1.8M |
| National Philanthropic Trust | 0.03% | No change | 30,409 | $1.8M |
| Prosperity Wealth Management, Inc. | 0.72% | Reduce -4.7% | 30,389 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +3.9% | 30,358 | $1.8M |
| Private Wealth Partners, LLC | 0.14% | No change | 30,333 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -24.5% | 30,319 | $1.8M |
| Stewardship Advisors, LLC | 0.51% | Reduce -0.0% | 30,301 | $1.8M |
| JSF Financial, LLC | 0.52% | Add +4.7% | 30,172 | $1.8M |
| Sheets Smith Wealth Management | 0.22% | Reduce -0.3% | 30,164 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +10.5% | 30,139 | $1.8M |
| Strong Tower Advisory Services | 0.50% | Add +29.5% | 30,019 | $1.8M |
| BKM Wealth Management, LLC | 0.72% | Reduce -4.6% | 29,912 | $1.8M |
| ELCO Management Co., LLC | 0.96% | Reduce -0.3% | 29,800 | $1.8M |
| Arkadios Wealth Advisors | 0.10% | Add +14.2% | 29,692 | $1.8M |
| Cypress Capital Management LLC (WY) | 1.88% | Reduce -1.0% | 29,286 | $1.7M |
| Autumn Glory Partners, LLC | 0.67% | Add +45.0% | 29,272 | $1.7M |
| Crewe Advisors LLC | 0.20% | Reduce -1.2% | 29,218 | $1.7M |
| Moseley Investment Management Inc. | 0.69% | Add +25.3% | 29,170 | $1.7M |
| Red Mountain Financial, LLC | 1.85% | Add +0.9% | 29,168 | $1.7M |
| LexAurum Advisors, LLC | 0.38% | Add +0.7% | 28,956 | $1.7M |
| New Century Financial Group, LLC | 0.63% | Add +416.6% | 28,874 | $1.7M |
| LJI Wealth Management, LLC | 0.35% | Reduce -7.7% | 28,870 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Reduce -2.0% | 28,620 | $1.7M |
| Transcend Capital Advisors, LLC | 0.11% | Add +0.2% | 28,383 | $1.7M |
| Strategic Financial Concepts, LLC | 0.54% | Reduce -97.3% | 28,310 | $1.7M |
| Concord Wealth Partners | 0.28% | Add +0.1% | 28,293 | $1.7M |
| 3EDGE Asset Management, LP | 0.12% | Add +2.1% | 27,836 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +10.0% | 27,936 | $1.7M |
| Purus Wealth Management, LLC | 0.69% | Add +3.8% | 27,366 | $1.6M |
| United Advisor Group, LLC | 0.37% | Add +35.1% | 27,343 | $1.6M |
| Somerset Trust Co | 0.60% | Add +7.6% | 27,176 | $1.6M |
| Crescent Grove Advisors, LLC | 0.16% | Add +5.4% | 26,825 | $1.6M |
| PDS Planning, Inc | 0.14% | Add +14.2% | 26,820 | $1.6M |
| Diversify Wealth Management, LLC | 0.15% | Add +79.1% | 26,526 | $1.6M |
| CoreFirst Bank & Trust | 0.91% | Reduce -1.0% | 26,501 | $1.6M |
| Aurora Private Wealth, Inc. | 1.24% | Reduce -27.4% | 26,475 | $1.6M |
| BOK Financial Private Wealth, Inc. | 0.11% | Add +6.8% | 25,919 | $1.5M |
| Dakota Wealth Management | 0.03% | Reduce -18.5% | 25,788 | $1.5M |
| First Heartland Consultants, Inc. | 0.16% | Reduce -20.3% | 25,428 | $1.5M |
| KFG Wealth Management, LLC | 0.33% | Add +9.2% | 25,189 | $1.5M |
| Sunpointe, LLC | 1.23% | Add +2.4% | 25,128 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Reduce -48.4% | 25,112 | $1.5M |
| Beck Bode, LLC | 0.28% | Reduce -36.6% | 25,027 | $1.5M |
| Modus Advisors, LLC | 0.49% | Add +15.7% | 24,987 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Add +24.4% | 24,799 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.7% | 24,691 | $1.5M |
| Wealth Dimensions Group, Ltd. | 0.37% | Add +2.1% | 24,288 | $1.4M |
| Trueblood Wealth Management, LLC | 0.72% | Add +0.7% | 23,960 | $1.4M |
| Compound Planning, Inc. | 0.09% | Reduce -20.2% | 23,832 | $1.4M |
| Beckerman Institutional, LLC | 1.19% | — | 23,708 | $1.4M |
| Paladin Wealth, LLC | 1.23% | — | 23,675 | $1.4M |
| Chronos Wealth Management, LLC | 0.73% | Reduce -0.6% | 23,551 | $1.4M |
| BCGM Wealth Management, LLC | 0.45% | Reduce -2.9% | 23,424 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -2.4% | 23,317 | $1.4M |
| Choreo, LLC | 0.02% | Add +72.1% | 23,255 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +5.8% | 23,212 | $1.4M |
| Nordwand Advisors, LLC | 0.37% | Reduce -61.0% | 23,050 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -24.4% | 22,767 | $1.4M |
| Diversify Advisory Services, LLC | 0.07% | Add +8.4% | 22,653 | $1.4M |
| FWG Holdings, LLC | 0.67% | Reduce -8.0% | 22,554 | $1.3M |
| US Bancorp \de | 0.00% | Add +19.8% | 22,400 | $1.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -5.7% | 22,206 | $1.3M |
| Navis Wealth Advisors, LLC | 1.43% | Add +13.5% | 22,143 | $1.3M |
| Sovereign Financial Group, Inc. | 0.31% | Add +12.5% | 22,035 | $1.3M |
| Founders Financial Securities LLC | 0.12% | Add +12.4% | 21,922 | $1.3M |
| Main Line Retirement Advisors, LLC | 0.89% | Reduce -2.8% | 21,921 | $1.3M |
| HRT Financial LP | 0.01% | New | 21,899 | $1.3M |
| Paladin Advisory Group, LLC | 0.96% | Reduce -25.5% | 21,895 | $1.3M |
| LRI Investments, LLC | 0.13% | Add +2.5% | 21,705 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.3% | 21,627 | $1.3M |
| Pointe Capital Management LLC | 0.75% | Add +0.2% | 21,515 | $1.3M |
| Dover Advisors, LLC | 0.73% | Reduce -9.4% | 21,508 | $1.3M |
| Econ Financial Services Corp | 0.72% | Add +5.1% | 21,481 | $1.3M |
| Mendel Capital Management LLC | 0.78% | Add +2.5% | 21,464 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +98.7% | 21,418 | $1.3M |
| Howard Financial Services, LTD. | 0.18% | Reduce -4.3% | 21,418 | $1.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.36% | Add +15.3% | 21,328 | $1.3M |
| Lokken Investment Group LLC | 0.53% | Add +9.6% | 21,203 | $1.3M |
| Sound Income Strategies, LLC | 0.08% | Reduce -6.6% | 21,176 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +12.6% | 21,049 | $1.3M |
| Chapin Davis, Inc. | 0.41% | Add +13.9% | 21,012 | $1.3M |
| ERn Financial, LLC | 0.19% | Add +7.7% | 20,980 | $1.2M |
| Detalus Advisors, LLC | 0.41% | Reduce -4.5% | 20,681 | $1.2M |
| Park Edge Advisors, LLC | 0.35% | Add +18.9% | 20,416 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.50% | Add +47.5% | 20,399 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +10.5% | 20,267 | $1.2M |
| Family Asset Management, LLC | 0.73% | Reduce -3.7% | 20,277 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.23% | Reduce -0.7% | 20,193 | $1.2M |
| Drive Wealth Management, LLC | 0.31% | New | 19,929 | $1.2M |
| JT Stratford LLC | 0.20% | Add +122.4% | 19,889 | $1.2M |
| Andina Capital Management, LLC | 0.90% | Reduce -3.8% | 19,876 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +20.7% | 19,835 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.81% | Add +2.1% | 19,779 | $1.2M |
| Spinnaker Investment Group, LLC | 0.29% | Reduce -0.8% | 19,778 | $1.2M |
| ORG Partners LLC | 0.19% | Add +2.9% | 19,750 | $1.2M |
| Taylor & Morgan Wealth Management, LLC | 0.79% | Reduce -17.4% | 19,664 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.53% | Add +40.4% | 19,563 | $1.2M |
| Bellwether Advisors, LLC | 0.22% | No change | 19,393 | $1.2M |
| Resolute Wealth Strategies, LLC | 0.60% | Reduce -12.9% | 19,282 | $1.1M |
| Wealthcare Capital Management LLC | 0.11% | Reduce -1.1% | 19,150 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +5.6% | 19,060 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Add +23.7% | 19,034 | $1.1M |
| Heritage Wealth Management, Inc. | 0.37% | Add +9.7% | 19,014 | $1.1M |
| Obsidian Cio, LLC | 0.24% | Add +59.2% | 19,007 | $1.1M |
| Compass Ion Advisors, LLC | 0.14% | Reduce -3.9% | 18,981 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.36% | Reduce -11.6% | 18,918 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +1.3% | 18,811 | $1.1M |
| Leelyn Smith, LLC | 0.20% | Add +0.4% | 18,597 | $1.1M |
| Benchmark Financial Wealth Advisors, LLC | 0.37% | Add +10.4% | 18,557 | $1.1M |
| WealthPlan Investment Management, LLC | 0.11% | Add +2.0% | 18,462 | $1.1M |
| Tucker Asset Management LLC | 0.25% | Reduce -2.7% | 18,394 | $1.1M |
| Marion Wealth Management | 0.29% | Add +11.8% | 18,321 | $1.1M |
| Advisor Resource Council | 0.49% | Add +77.7% | 18,316 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -2.7% | 18,310 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.13% | Add +0.0% | 18,236 | $1.1M |
| Auour Investments LLC | 0.39% | Reduce -9.2% | 18,310 | $1.1M |
| Monument Capital Management | 0.30% | Reduce -8.2% | 18,212 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +2.6% | 18,200 | $1.1M |
| Menard Financial Group LLC | 0.70% | Reduce -1.9% | 17,925 | $1.1M |
| Source Financial Advisors LLC | 0.31% | Reduce -35.1% | 17,835 | $1.1M |
| Smith Anglin Financial, LLC | 0.10% | Reduce -10.3% | 17,646 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.26% | Add +2.5% | 17,639 | $1.0M |
| Legacy Bridge, LLC | 0.56% | Reduce -37.8% | 17,493 | $1.0M |
| Foster Victor Wealth Advisors, LLC | 0.08% | Reduce -7.6% | 17,552 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -38.4% | 17,590 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +21.8% | 17,361 | $1.0M |
| Brasada Capital Management, LP | 0.18% | New | 17,421 | $1.0M |
| Secured Retirement Advisors, LLC | 0.74% | Add +8.8% | 17,327 | $1.0M |
| Aviance Capital Partners, LLC | 0.14% | Add +1.1% | 17,314 | $1.0M |
| Howard Wealth Management, LLC | 0.60% | Add +16.2% | 17,310 | $1.0M |
| Bison Wealth, LLC | 0.16% | Add +13.3% | 17,284 | $1.0M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -5.7% | 17,196 | $1.0M |
| AllSquare Wealth Management LLC | 0.58% | Add +0.3% | 17,150 | $1.0M |
| Saxony Capital Management, LLC | 0.93% | Add +26.0% | 17,148 | $1.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -32.1% | 17,112 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | Add +10.3% | 16,821 | $1.0M |
| Blue Chip Partners, LLC | 0.09% | Reduce -1.1% | 16,739 | $996K |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.9% | 16,664 | $992K |
| Asset Allocation Strategies LLC | 0.28% | Add +20.4% | 16,654 | $991K |
| MN Wealth Advisors, LLC | 0.56% | Add +264.4% | 16,544 | $985K |
| Legacy Financial Strategies, LLC | 0.21% | Add +10.2% | 16,314 | $971K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -12.7% | 16,249 | $967K |
| Lineweaver Wealth Advisors, LLC | 0.18% | Add +4.2% | 16,245 | $967K |
| Souders Financial Advisors | 0.13% | Reduce -1.4% | 15,967 | $950K |
| Capital Market Strategies LLC | 0.57% | Reduce -0.2% | 15,834 | $942K |
| LGT Financial Advisors LLC | 2.32% | Add +52.4% | 15,787 | $939K |
| Sepio Capital, LP | 0.07% | Reduce -16.4% | 15,780 | $939K |
| Millennium Management | 0.00% | New | 15,743 | $937K |
| Cannon Wealth Management Services, LLC | 0.85% | — | 15,627 | $930K |
| Bluespring Wealth Management, LLC | 0.09% | Add +0.5% | 15,563 | $926K |
| Lewis Asset Management, LLC | 0.67% | Reduce -5.7% | 15,506 | $923K |
| Prudential Financial Inc. | 0.00% | Add +2.3% | 15,377 | $915K |
| Novare Capital Management LLC | 0.08% | Reduce -5.0% | 15,375 | $915K |
| Old Mission Capital LLC | 0.02% | New | 15,193 | $904K |
| Haverford Trust Co | 0.01% | No change | 15,182 | $903K |
| Rockingstone Advisors LLC | 0.44% | Reduce -3.7% | 15,155 | $902K |
| Simplicity Wealth,LLC | 0.08% | Reduce -81.0% | 15,035 | $895K |
| Solutions 4 Wealth, Ltd | 1.74% | Add +1.8% | 14,971 | $891K |
| KKM Financial LLC | 0.44% | Reduce -0.2% | 14,935 | $889K |
| IAM Advisory, LLC | 0.22% | Add +2.8% | 14,918 | $888K |
| Tranquility Partners, LLC | 0.32% | Reduce -6.8% | 14,913 | $887K |
| Nvwm, LLC | 0.23% | No change | 14,872 | $885K |
| F/m Investments LLC | 0.03% | No change | 14,795 | $880K |
| Millennium Capital Advisors, LLC | 0.57% | Add +3.7% | 14,709 | $875K |
| Trust Co | 0.11% | Add +11.1% | 14,682 | $874K |
| Independent Advisor Alliance | 0.03% | Add +4.8% | 14,563 | $867K |
| Cherry Creek Investment Advisors, Inc. | 0.45% | Add +1.8% | 14,497 | $863K |
| Independent Investors Inc. | 0.17% | No change | 14,420 | $858K |
| Arrowroot Family Office, LLC | 0.50% | Add +11.2% | 14,297 | $851K |
| CPA Asset Management Group, LLC | 0.40% | Reduce -5.1% | 14,027 | $835K |
| Indie Asset Partners, LLC | 0.62% | Reduce -9.7% | 13,858 | $825K |
| Ashton Thomas Securities, LLC | 0.16% | Add +47.0% | 13,872 | $820K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.23% | Add +0.1% | 13,781 | $820K |
| Columbia Asset Management | 0.14% | No change | 13,739 | $818K |
| West Bancorporation Inc. | 0.54% | New | 13,725 | $817K |
| Annex Advisory Services, LLC | 0.03% | Reduce -0.2% | 13,669 | $813K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +15.6% | 13,616 | $810K |
| Accel Wealth Management | 0.30% | Reduce -3.1% | 13,594 | $809K |
| Vise Technologies, Inc. | 0.10% | Add +27.0% | 13,542 | $806K |
| Fiduciary Trust Co | 0.01% | Add +44.7% | 13,501 | $803K |
| Diversified Portfolios, Inc. | 0.08% | Add +9.8% | 13,470 | $802K |
| Mascoma Wealth Management LLC | 0.20% | Reduce -13.1% | 13,433 | $799K |
| Morse Asset Management, Inc | 0.17% | Add +16.4% | 13,323 | $793K |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 13,314 | $792K |
| Independence Bank of Kentucky | 0.17% | No change | 13,290 | $791K |
| L & S Advisors Inc | 0.09% | Add +2.7% | 13,257 | $789K |
| Tritonpoint Wealth, LLC | 0.07% | Add +10.8% | 13,233 | $786K |
| Joel Isaacson & Co., LLC | 0.04% | Reduce -9.4% | 13,156 | $783K |
| Darden Wealth Group Inc | 0.55% | Add +39.9% | 12,800 | $762K |
| Moneco Advisors, LLC | 0.09% | Add +1.9% | 12,789 | $761K |
| Tyler-Stone Wealth Management | 0.14% | Add +187.0% | 12,724 | $757K |
| MRA Advisory Group | 0.41% | Reduce -61.5% | 12,724 | $757K |
| Caprock Group, LLC | 0.03% | Reduce -42.0% | 12,627 | $751K |
| StoneX Group Inc. | 0.05% | Add +10.2% | 12,598 | $750K |
| Alliance Wealth Advisors, LLC | 0.43% | Reduce -0.1% | 12,465 | $742K |
| Delta Financial Group, Inc. | 0.28% | Add +20.8% | 12,459 | $741K |
| Wellington Shields Capital Management, LLC | 0.13% | Add +0.0% | 12,416 | $739K |
| Leo Wealth, LLC | 0.07% | Add +131.8% | 12,343 | $735K |
| Townsquare Capital LLC | 0.01% | Add +59.0% | 12,124 | $721K |
| Marcum Wealth, LLC | 0.07% | Reduce -7.7% | 12,070 | $718K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +52.5% | 12,068 | $718K |
| Carnegie Lake Advisors LLC | 0.28% | — | 12,045 | $717K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 12,045 | $717K |
| Paradigm, Strategies in Wealth Management, LLC | 0.46% | Add +0.4% | 11,961 | $712K |
| Courier Capital LLC | 0.05% | Reduce -0.4% | 11,864 | $706K |
| Johnson Bixby & Associates, LLC | 0.11% | Reduce -10.2% | 11,787 | $701K |
| AQR Capital Management | 0.00% | Add +125.1% | 11,725 | $698K |
| Curi Capital, LLC | 0.02% | Add +19.8% | 11,381 | $677K |
| Tradewinds, LLC. | 0.21% | Add +11.8% | 11,364 | $676K |
| One Capital Management, LLC | 0.02% | Add +5.6% | 11,277 | $671K |
| Montag A & Associates Inc. | 0.03% | Add +25.6% | 11,197 | $666K |
| Columbus Macro, LLC | 0.24% | Add +2.4% | 11,153 | $663K |
| American Money Management, LLC | 0.13% | Reduce -7.5% | 11,129 | $662K |
| Cascades Capital Asset Management, LLC | 0.37% | — | 10,954 | $652K |
| Canvas Wealth Advisors, LLC | 0.18% | Add +7.2% | 10,932 | $651K |
| Lavaca Capital LLC | 0.31% | New | 10,900 | $649K |
| Activest Wealth Management | 0.20% | Reduce -23.7% | 10,887 | $648K |
| Bank of New Hampshire | 0.16% | Add +83.4% | 10,775 | $641K |
| Biechele Royce Advisors | 0.21% | Add +4.3% | 10,755 | $640K |
| Fortress Wealth Management, Inc. | 0.32% | Reduce -8.3% | 10,725 | $638K |
| Future Financial Wealth Managment LLC | 0.46% | Add +4.9% | 10,716 | $638K |
| Ascension Capital Advisors, Inc. | 0.30% | Reduce -3.2% | 10,651 | $634K |
| Kestra Investment Management, LLC | 0.03% | New | 10,642 | $633K |
| Armstrong, Fleming & Moore, Inc | 0.36% | No change | 10,492 | $624K |
| EPG Wealth Management LLC | 0.16% | Add +0.0% | 10,432 | $621K |
| Lion Street Advisors, LLC | 0.22% | No change | 10,415 | $620K |
| American Financial Advisors, LLC | 0.08% | Reduce -12.3% | 10,401 | $619K |
| Evoke Wealth, LLC | 0.02% | New | 10,385 | $618K |
| Moss Adams Wealth Advisors LLC | 0.07% | Reduce -24.6% | 10,347 | $616K |
| BTS Asset Management, Inc. | 0.59% | New | 11,237 | $615K |
| Prostatis Group LLC | 0.20% | Add +3.3% | 10,183 | $606K |
| Prentice Wealth Management LLC | 0.18% | Reduce -9.0% | 10,136 | $603K |
| American Capital Advisory, LLC | 0.35% | Reduce -7.7% | 10,088 | $600K |
| Brown Miller Wealth Management, LLC | 0.23% | New | 10,076 | $600K |
| Quadcap Wealth Management, LLC | 0.09% | Add +87.5% | 10,044 | $598K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.8% | 10,044 | $598K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 10,012 | $596K |
| BlackDiamond Wealth Management, LLC | 0.36% | Add +1.2% | 9,915 | $595K |
| Samalin Investment Counsel, LLC | 0.26% | Add +20.8% | 9,946 | $592K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Add +1.1% | 9,921 | $590K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +16.8% | 9,907 | $590K |
| Fortis Advisors, LLC | 0.38% | Add +49.3% | 9,858 | $587K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +84.5% | 9,811 | $584K |
| STAR Financial Bank | 0.39% | Reduce -70.8% | 9,798 | $583K |
| Key Financial Inc | 0.13% | Add +2.1% | 9,798 | $583K |
| Smallwood Wealth Investment Management, LLC | 0.42% | Add +14.6% | 9,788 | $582K |
| Advisors Management Group Inc. | 0.14% | Add +22.4% | 9,670 | $575K |
| Argent Advisors, Inc. | 0.21% | Add +51.9% | 9,654 | $575K |
| FinTrust Capital Advisors, LLC | 0.10% | Reduce -12.1% | 9,533 | $567K |
| Seaview Investment Managers LLC | 0.17% | Reduce -15.1% | 9,504 | $566K |
| Sage Advisory Services, Ltd.Co. | 0.16% | No change | 9,959 | $564K |
| Evercore Wealth Management, LLC | 0.01% | No change | 9,334 | $555K |
| Williams & Novak, LLC | 0.52% | Add +50.2% | 9,294 | $553K |
| Transform Wealth, LLC | 0.04% | Reduce -82.6% | 9,281 | $552K |
| Cascade Financial Partners, LLC | 0.07% | Add +0.0% | 9,260 | $552K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -39.0% | 9,185 | $547K |
| Thompson Davis & Co., Inc. | 0.40% | No change | 9,150 | $545K |
| Koa Wealth Management, LLC | 0.42% | Reduce -2.7% | 9,090 | $541K |
| Clearstead Trust, LLC | 0.13% | No change | 9,042 | $538K |
| Personal Cfo Solutions, LLC | 0.08% | Reduce -6.3% | 9,038 | $538K |
| WFA of San Diego, LLC | 0.45% | Reduce -6.7% | 8,904 | $530K |
| VitalStone Financial, LLC | 0.36% | Reduce -42.9% | 8,817 | $525K |
| McCarter Private Wealth Services LLC | 0.33% | — | 8,799 | $524K |
| Latitude Advisors, LLC | 0.29% | Add +19.1% | 8,689 | $517K |
| Capasso Planning Partners LLC | 0.15% | Add +29.1% | 8,662 | $515K |
| Cutter & CO Brokerage, Inc. | 0.12% | Add +0.6% | 8,648 | $515K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +1.6% | 8,800 | $514K |
| Sax Wealth Advisors, LLC | 0.05% | Add +50.6% | 8,567 | $510K |
| Naviter Wealth, LLC | 0.07% | Reduce -94.6% | 8,541 | $508K |
| IPG Investment Advisors LLC | 0.11% | Add +22.7% | 8,495 | $506K |
| BLB&B Advisors, LLC | 0.03% | Reduce -22.4% | 8,437 | $502K |
| Colonial Trust Co / SC | 0.08% | Reduce -3.9% | 8,431 | $502K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +6.6% | 8,430 | $502K |
| Sterling Manor Financial, LLC | 0.34% | Add +10.9% | 8,428 | $502K |
| Acorns Advisers, LLC | 0.00% | Add +30.9% | 8,408 | $500K |
| Shum Financial Group, Inc. | 0.42% | — | 8,383 | $500K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -39.6% | 8,370 | $498K |
| Capital Planning LLC | 0.14% | Add +78.6% | 8,360 | $498K |
| Csenge Advisory Group | 0.03% | Add +0.0% | 8,306 | $494K |
| Formidable Asset Management, LLC | 0.08% | Reduce -9.0% | 8,251 | $491K |
| Sand Hill Global Advisors, LLC | 0.02% | New | 8,251 | $491K |
| Sanders Morris Harris LLC | 0.08% | No change | 8,231 | $490K |
| Grandview Asset Management LLC | 0.28% | Add +29.6% | 8,130 | $484K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,123 | $483K |
| TFB Advisors LLC | 0.14% | Add +3.7% | 8,105 | $482K |
| Mattern Wealth Management LLC | 0.11% | Add +2.2% | 8,072 | $480K |
| Commerce Bank | 0.00% | Add +73.4% | 7,961 | $474K |
| Westover Capital Advisors, LLC | 0.09% | Add +89.7% | 7,932 | $472K |
| Element Wealth, LLC | 0.25% | Reduce -1.8% | 7,925 | $472K |
| DeDora Capital, Inc. | 0.13% | Add +49.9% | 7,882 | $469K |
| Consilium Wealth Advisory, LLC | 0.26% | Reduce -88.7% | 7,872 | $468K |
| Aft, Forsyth & Company, Inc. | 0.23% | Add +15.7% | 7,855 | $467K |
| Paragon Private Wealth Management, LLC | 0.23% | Reduce -1.4% | 7,837 | $466K |
| CW Advisors, LLC | 0.01% | New | 7,748 | $461K |
| Lakeridge Wealth Management LLC | 0.25% | Add +5.5% | 7,644 | $455K |
| Main Street Financial Solutions, LLC | 0.04% | Add +2.2% | 7,617 | $453K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.1% | 7,597 | $452K |
| Pinnacle Family Advisors, LLC | 0.23% | Add +1.9% | 7,594 | $452K |
| Merit Financial Group, LLC | 0.01% | Add +44.0% | 7,564 | $450K |
| Capital City Trust Co. | 0.11% | Add +37.9% | 7,519 | $447K |
| Cannell & Spears LLC | 0.01% | No change | 7,500 | $446K |
| SimpliFi, Inc. | 0.20% | Add +1.8% | 7,428 | $442K |
| IMS Capital Management | 0.20% | Reduce -15.5% | 7,423 | $442K |
| Rollins Financial Advisors, LLC | 0.07% | Add +37.7% | 7,387 | $440K |
| Sugarloaf Wealth Management, LLC | 0.07% | Reduce -17.5% | 7,381 | $439K |
| LVZ, Inc. | 0.06% | Reduce -15.4% | 7,355 | $438K |
| Accredited Investors Inc. | 0.03% | New | 7,339 | $437K |
| John W. Brooker & Co., CPAs | 0.20% | Add +14.6% | 7,328 | $436K |
| Southland Equity Partners LLC | 0.10% | Reduce -20.5% | 7,195 | $428K |
| FSC Wealth Advisors, LLC | 0.30% | Add +5.0% | 7,112 | $423K |
| MAS Advisors LLC | 0.90% | No change | 7,092 | $422K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Reduce -61.6% | 7,107 | $421K |
| Atlantic Private Wealth, LLC | 0.32% | Add +7.6% | 7,043 | $419K |
| Tanglewood Wealth Management, Inc. | 0.05% | No change | 7,040 | $419K |
| Osborne Partners Capital Management, LLC | 0.02% | Add +42.1% | 7,040 | $419K |
| McAdam, LLC | 0.02% | Add +54.1% | 7,020 | $418K |
| Johnson & White Wealth Management, LLC | 0.36% | Add +0.1% | 7,006 | $417K |
| Betterment LLC | 0.00% | Add +34.1% | 6,979 | $415K |
| Stablepoint Partners, LLC | 0.08% | Reduce -45.6% | 6,969 | $415K |
| Cora Capital Advisors LLC | 0.20% | Add +18.1% | 6,965 | $414K |
| TCFG Wealth Management, LLC | 0.21% | — | 6,918 | $412K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 6,739 | $401K |
| 1900 Wealth Management LLC | 0.03% | Reduce -0.5% | 6,713 | $399K |
| Jane Street Group, LLC | 0.00% | Reduce -79.4% | 6,700 | $399K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +1.3% | 6,689 | $398K |
| Laraway Financial Advisors Inc | 0.31% | Add +43.4% | 6,625 | $394K |
| Park Place Capital Corp | 0.11% | New | 6,584 | $392K |
| Columbia Advisory Partners LLC | 0.36% | New | 6,447 | $384K |
| Embree Financial Group | 0.07% | Reduce -25.9% | 6,384 | $380K |
| Fortis Capital Advisors, LLC | 0.13% | Add +0.6% | 6,344 | $378K |
| Weatherly Asset Management L. P. | 0.03% | No change | 6,330 | $377K |
| WealthPLAN Partners, LLC | 0.05% | Add +12.2% | 6,285 | $374K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +3.4% | 6,290 | $374K |
| AlTi Global, Inc. | 0.01% | No change | 6,246 | $372K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -60.9% | 6,243 | $372K |
| JFS Wealth Advisors, LLC | 0.02% | Add +48.5% | 6,190 | $368K |
| TAGStone Capital, Inc. | 0.19% | Add +1.8% | 6,188 | $368K |
| Objective Capital Management, LLC | 0.22% | — | 6,181 | $368K |
| Bay Rivers Group | 0.18% | Add +1.0% | 6,120 | $364K |
| West Wealth Group, LLC | 0.12% | Reduce -3.4% | 6,013 | $358K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +16.1% | 5,973 | $355K |
| Fort Point Capital Partners LLC | 0.04% | Add +16.7% | 5,962 | $355K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +1.6% | 5,949 | $354K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -63.3% | 5,876 | $350K |
| Wesbanco Bank Inc. | 0.01% | Add +13.6% | 5,855 | $348K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.5% | 5,825 | $347K |
| Endowment Wealth Management, Inc. | 0.23% | Reduce -6.3% | 5,803 | $345K |
| Ritholtz Wealth Management | 0.01% | Reduce -58.0% | 5,750 | $342K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -10.5% | 5,659 | $337K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -13.5% | 5,659 | $337K |
| CRA Financial Services, LLC | 0.06% | Add +1.8% | 5,572 | $332K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 5,500 | $327K |
| Fernwood Investment Management, LLC | 0.11% | Reduce -50.2% | 5,483 | $326K |
| XML Financial, LLC | 0.03% | Add +15.3% | 5,475 | $326K |
| Winch Advisory Services, LLC | 0.09% | Add +2.4% | 5,446 | $324K |
| Wealth Management Partners, LLC | 0.15% | Add +0.1% | 5,435 | $323K |
| Kuhn & Co Investment Counsel | 0.27% | New | 5,400 | $321K |
| Platform Technology Partners | 0.10% | Add +21.0% | 5,359 | $319K |
| Lodestar Private Asset Management LLC | 0.04% | No change | 5,332 | $317K |
| Collective Family Office LLC | 0.09% | Reduce -64.5% | 5,310 | $316K |
| Avaii Wealth Management, LLC | 0.16% | Reduce -83.8% | 5,299 | $315K |
| Quad-Cities Investment Group, LLC | 0.16% | Add +14.0% | 5,299 | $315K |
| CGN Advisors LLC | 0.03% | Add +47.1% | 5,291 | $315K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -37.8% | 5,235 | $312K |
| Bright Futures Wealth Management, LLC. | 0.15% | Add +11.1% | 5,235 | $310K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 5,197 | $309K |
| Costello Asset Management, INC | 0.21% | New | 5,182 | $308K |
| Penbrook Management LLC | 0.20% | No change | 5,150 | $306K |
| FineMark National Bank & Trust | 0.01% | No change | 5,134 | $306K |
| Davies Financial Advisors, Inc. | 0.27% | New | 5,106 | $304K |
| Ethos Financial Group, LLC | 0.05% | Add +1.8% | 5,071 | $302K |
| Bell Bank | 0.04% | Add +5.4% | 5,042 | $300K |
| Parcion Private Wealth LLC | 0.02% | Reduce -98.3% | 5,029 | $299K |
| Staley Capital Advisers Inc. | 0.01% | New | 5,021 | $299K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.9% | 5,005 | $298K |
| Atlas Brown,Inc. | 0.10% | Add +1.9% | 4,988 | $297K |
| Squire Investment Management Company, LLC | 0.14% | No change | 4,985 | $297K |
| Chelsea Counsel Co. | 0.15% | No change | 4,980 | $296K |
| Smith Thornton Advisors LLC | 0.19% | Add +4.2% | 4,956 | $295K |
| Harvest Investment Services, LLC | 0.09% | New | 4,890 | $291K |
| Nvest Financial, LLC | 0.17% | Add +33.6% | 4,860 | $289K |
| Hixon Zuercher, LLC | 0.11% | Reduce -9.0% | 4,856 | $289K |
| BOS Asset Management, LLC | 0.11% | Reduce -4.5% | 4,812 | $286K |
| Hilton Capital Management, LLC | 0.02% | New | 4,805 | $286K |
| Waller Financial Planning Group, Inc. | 0.07% | Reduce -3.1% | 4,771 | $284K |
| Concorde Asset Management, LLC | 0.16% | New | 4,765 | $284K |
| Optivise Advisory Services LLC | 0.15% | New | 4,715 | $281K |
| Reliant Wealth Planning | 0.12% | Reduce -2.0% | 4,713 | $280K |
| RPS Advisory Solutions LLC | 0.20% | Reduce -4.1% | 4,698 | $280K |
| Empirical Asset Management, LLC | 0.10% | Add +4.0% | 4,675 | $278K |
| Insight 2811, Inc. | 0.14% | Add +6.2% | 4,660 | $277K |
| MGB Wealth Management, LLC | 0.10% | Reduce -1.9% | 4,640 | $276K |
| Hudock, Inc. | 0.05% | Add +4.5% | 4,608 | $274K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +1.8% | 4,600 | $274K |
| Solidarity Wealth, LLC | 0.07% | Add +26.8% | 4,596 | $274K |
| Bfsg, LLC | 0.03% | No change | 4,589 | $273K |
| RBA Wealth Management, LLC | 0.10% | Add +0.7% | 4,566 | $272K |
| Clear Point Advisors Inc. | 0.21% | Add +21.7% | 4,556 | $271K |
| Florida Financial Advisors, LLC | 0.14% | Add +9.7% | 4,546 | $271K |
| Chilton Investment Co. Inc. | 0.01% | New | 4,523 | $269K |
| Clarus Wealth Advisors | 0.14% | Reduce -1.5% | 4,537 | $267K |
| Balefire, LLC | 0.09% | Add +12.5% | 4,483 | $267K |
| Sonata Capital Group Inc. | 0.11% | Add +0.1% | 4,446 | $265K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -13.8% | 4,435 | $265K |
| Rosenberg Matthew Hamilton | 0.07% | New | 4,430 | $264K |
| Bailard, Inc. | 0.01% | New | 4,425 | $263K |
| L.M. Kohn & Company | 0.07% | Add +0.2% | 4,405 | $262K |
| Encompass More Asset Management | 0.10% | New | 4,393 | $261K |
| Talon Private Wealth, LLC | 0.05% | — | 4,375 | $260K |
| Gallacher Capital Management LLC | 0.12% | Add +18.9% | 4,371 | $260K |
| Texas Yale Capital Corp. | 0.01% | Add +3.6% | 4,350 | $259K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | Reduce -2.6% | 4,350 | $259K |
| Hancock Whitney Corp. | 0.01% | New | 4,266 | $254K |
| Soltis Investment Advisors LLC | 0.02% | New | 4,262 | $254K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +5.7% | 4,257 | $253K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -15.9% | 4,255 | $253K |
| Carson Advisory Inc. | 0.16% | Add +1.3% | 4,247 | $253K |
| Naples Global Advisors, LLC | 0.02% | Reduce -4.5% | 4,240 | $252K |
| Arbor Investment Advisors, LLC | 0.03% | New | 4,173 | $248K |
| Madison Wealth Partners, Inc | 0.07% | New | 4,173 | $248K |
| Sloy Dahl & Holst, LLC | 0.04% | New | 4,150 | $247K |
| Lane & Associates LLC | 0.13% | New | 4,129 | $246K |
| Titleist Asset Management, LLC | 0.04% | New | 4,109 | $245K |
| Fortem Financial Group, LLC | 0.10% | No change | 4,082 | $243K |
| Family Investment Center, Inc. | 0.06% | Reduce -0.0% | 4,050 | $241K |
| Chris Bulman Inc | 0.16% | Add +40.7% | 4,043 | $241K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 3,961 | $236K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.3% | 3,959 | $236K |
| Wills Financial Group, Inc. | 0.10% | No change | 3,957 | $235K |
| Napa Wealth Management | 0.11% | New | 3,945 | $235K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.5% | 3,907 | $233K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | New | 3,878 | $231K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,853 | $229K |
| Fortitude Advisory Group L.L.C. | 0.14% | Reduce -16.6% | 3,851 | $229K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 3,864 | $228K |
| Trustmark Bank Trust Department | 0.02% | No change | 3,787 | $225K |
| Aspen Wealth Strategies, LLC | 0.14% | Reduce -5.7% | 3,756 | $224K |
| Jacobi Capital Management LLC | 0.02% | New | 3,735 | $222K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 3,725 | $222K |
| FLC Capital Advisors | 0.05% | No change | 3,672 | $219K |
| Fisher Asset Management | 0.00% | Reduce -33.9% | 3,655 | $218K |
| Landmark Wealth Management, LLC | 0.09% | Add +1.4% | 3,648 | $217K |
| SP Asset Management LLC | 0.02% | Add +1.6% | 3,638 | $216K |
| Savant Capital, LLC | 0.00% | Reduce -24.7% | 3,624 | $216K |
| Willner & Heller, LLC | 0.19% | Reduce -2.2% | 3,604 | $214K |
| Choate Investment Advisors | 0.01% | No change | 3,575 | $213K |
| Fluent Financial, LLC | 0.10% | Reduce -1.2% | 3,570 | $212K |
| Consolidated Portfolio Review Corp | 0.05% | New | 3,552 | $211K |
| Concord Asset Management, LLC | 0.05% | Add +0.3% | 3,542 | $211K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 3,541 | $211K |
| Patron Partners, LLC | 0.11% | New | 3,494 | $208K |
| Keybank National Association | 0.00% | Reduce -48.3% | 3,490 | $208K |
| Financial Perspectives, Inc | 0.07% | Add +1.1% | 3,479 | $207K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 3,460 | $206K |
| Yarger Wealth Strategies, LLC | 0.11% | Reduce -4.9% | 3,439 | $205K |
| Luts & Greenleigh Group, Inc. | 0.19% | New | 3,409 | $203K |
| Hengehold Capital Management LLC | 0.02% | New | 3,406 | $203K |
| NBT Bank, N.A. | 0.01% | Add +382.2% | 3,337 | $199K |
| Creative Financial Designs Inc. | 0.02% | Add +20.6% | 3,321 | $198K |
| Blue Trust, Inc. | 0.00% | Reduce -75.4% | 3,368 | $191K |
| Private Trust Co. NA | 0.02% | No change | 3,107 | $185K |
| Eagle Bay Advisors LLC | 0.07% | Add +9.7% | 3,089 | $184K |
| Realta Investment Advisors | 0.08% | Reduce -80.1% | 3,057 | $183K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2201.6% | 2,969 | $177K |
| Dunhill Financial, LLC | 0.09% | Reduce -2.8% | 2,943 | $175K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,875 | $171K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 2,800 | $167K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,728 | $162K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 2,690 | $160K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -3.5% | 2,662 | $158K |
| Financial Gravity Companies, Inc. | 0.04% | — | 2,661 | $158K |
| Caitlin John, LLC | 0.10% | Add +3.0% | 2,624 | $157K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $154K |
| Wellington Shields & Co., LLC | 0.05% | No change | 2,500 | $149K |
| BBJS Financial Advisors, LLC | 0.05% | No change | 2,427 | $144K |
| RE Dickinson Investment Advisors, LLC | 0.08% | Add +3175.0% | 2,358 | $140K |
| Anfield Capital Management, LLC | 0.05% | No change | 2,329 | $139K |
| Quadrant Capital Group LLC | 0.01% | Add +50.8% | 2,262 | $135K |
| Trust Co. of Vermont | 0.01% | No change | 2,200 | $131K |
| Wintrust Investments LLC | 0.09% | Reduce -88.9% | 2,133 | $127K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | No change | 2,114 | $126K |
| Financial Network Wealth Advisors LLC | 0.10% | Reduce -1.3% | 2,071 | $123K |
| GoalVest Advisory LLC | 0.03% | New | 2,000 | $119K |
| AlphaMark Advisors, LLC | 0.04% | Reduce -71.2% | 1,966 | $117K |
| Oarsman Capital, Inc. | 0.02% | New | 1,893 | $113K |
| WR Wealth Planners, LLC | 0.03% | No change | 1,876 | $112K |
| Alaska Wealth Advisors, LLC | 0.02% | Reduce -44.5% | 1,858 | $111K |
| First Horizon Advisors, Inc. | 0.00% | Add +257.5% | 1,841 | $110K |
| Whittier Trust Co. | 0.00% | New | 1,810 | $108K |
| Coastline Trust Co | 0.01% | New | 1,738 | $103K |
| TD Private Client Wealth LLC | 0.00% | Reduce -29.1% | 1,718 | $102K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $101K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.8% | 1,687 | $100K |
| HBC Financial Services, PLLC | 0.06% | Reduce -10.0% | 1,692 | $100K |
| Global Trust Asset Management, LLC | 0.04% | Add +42.8% | 1,668 | $99K |
| Legacy Investment Solutions, LLC | 0.06% | — | 1,593 | $96K |
| Legacy Wealth Managment, LLC | 0.06% | — | 1,593 | $96K |
| Optimum Investment Advisors | 0.04% | Add +23.2% | 1,594 | $95K |
| HM Payson & Co. | 0.00% | Reduce -31.7% | 1,589 | $95K |
| Westside Investment Management, Inc. | 0.02% | Add +100.0% | 1,600 | $91K |
| Beacon Capital Management, LLC | 0.01% | Reduce -6.7% | 1,436 | $85K |
| Highline Wealth Partners LLC | 0.03% | No change | 1,338 | $80K |
| National Bank of Canada | 0.00% | Add +60.9% | 1,319 | $78K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.8% | 1,276 | $76K |
| Pacifica Partners Inc. | 0.03% | Add +21.4% | 1,214 | $72K |
| TrinityBridge Ltd | 0.00% | No change | 1,145 | $68K |
| NorthRock Partners, LLC | 0.00% | Reduce -37.2% | 1,128 | $67K |
| UMB Bank, n.a. | 0.00% | No change | 1,096 | $65K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -75.3% | 1,092 | $65K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.1% | 1,031 | $61K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 1,021 | $61K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,000 | $60K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -79.4% | 960 | $57K |
| Glenmede Trust Co. NA | 0.00% | No change | 950 | $57K |
| Arax Advisory Partners | 0.01% | Reduce -57.5% | 938 | $56K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +1.2% | 867 | $52K |
| Integrated Investment Consultants, LLC | 0.01% | New | 51,408 | $51K |
| Valley National Advisers Inc. | 0.01% | Reduce -9.4% | 869 | $51K |
| Centerpoint Advisors, LLC | 0.02% | Add +11.3% | 835 | $50K |
| Pathway Financial Advisers, LLC | 0.02% | New | 828 | $49K |
| Raffa Wealth Management, LLC | 0.01% | No change | 801 | $48K |
| Perritt Capital Management Inc | 0.02% | Add +1.9% | 798 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +48.0% | 786 | $47K |
| Roble, Belko & Company, Inc | 0.01% | No change | 763 | $45K |
| Founders Financial Alliance, LLC | 0.01% | Add +27.1% | 756 | $45K |
| Front Row Advisors LLC | 0.01% | No change | 705 | $42K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -56.4% | 676 | $40K |
| Fortitude Family Office, LLC | 0.02% | Reduce -1.5% | 641 | $38K |
| Running Point Capital Advisors, LLC | 0.01% | Add +131.2% | 638 | $38K |
| TFC Financial Management, Inc. | 0.01% | New | 625 | $37K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 607 | $36K |
| Private Capital Management LLC | 0.01% | Reduce -9.0% | 605 | $36K |
| Painted Porch Advisors LLC | 0.02% | Reduce -26.5% | 582 | $35K |
| Avion Wealth | 0.01% | No change | 541 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 530 | $32K |
| Morgan Dempsey Capital Management LLC | 0.01% | New | 520 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.2% | 504 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.8% | 455 | $27K |
| Salomon & Ludwin, LLC | 0.00% | New | 421 | $25K |
| Heck Capital Advisors, LLC | 0.00% | Add +31.8% | 415 | $25K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 407 | $24K |
| Ridgewood Investments LLC | 0.01% | New | 400 | $24K |
| Angeles Wealth Management, LLC | 0.00% | No change | 400 | $24K |
| WealthShield Partners, LLC | 0.00% | No change | 397 | $24K |
| Hollencrest Capital Management | 0.00% | Add +18750.0% | 377 | $22K |
| Hartford Financial Management Inc. | 0.00% | New | 361 | $21K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +3.1% | 301 | $18K |
| Natixis | 0.00% | New | 300 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 280 | $17K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 271 | $16K |
| Russell Investments Group, Ltd. | 0.00% | Add +1443.8% | 247 | $15K |
| Glassman Wealth Services | 0.00% | Add +6.7% | 240 | $14K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $12K |
| Planning Capital Management Corp | 0.01% | Reduce -34.2% | 171 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | New | 157 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 150 | $9K |
| First Community Trust NA | 0.01% | No change | 146 | $9K |
| FMR LLC | 0.00% | Reduce -1.4% | 136 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 128 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -84.8% | 113 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +15.0% | 115 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 100 | $6K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.1% | 97 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 91 | $5K |
| Earned Wealth Advisors, LLC | 0.00% | New | 89 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 86 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 80 | $5K |
| Abound Wealth Management | 0.00% | New | 77 | $5K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Alpine Bank Wealth Management | 0.00% | — | 73 | $4K |
| Luken Investment Analytics, LLC | 0.00% | Reduce -100.0% | 56 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 50 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 37 | $2K |
| JNBA Financial Advisors | 0.00% | Add +17.4% | 27 | $2K |
| Birchbrook, Inc. | 0.00% | New | 25 | $1K |
| Horizon Investments, LLC | 0.00% | New | 19 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -86.0% | 7 | $403 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 3 | $180 |
| BlackRock, Inc. | 0.00% | — | 1 | $35 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.